Ownership history in STRATEGY ASSET MANAGERS LLC Β· 69 quarters on record
This page tracks every 13F SEC filing in which STRATEGY ASSET MANAGERS LLC reported a position in PHILIP MORRIS INTL INC COM COMMON STOCK (PM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π STRATEGY ASSET MANAGERS LLC outperformed the S&P 500 by +1.2% annually on this PM position. Timing score: 45% (29/64 decisions correct). Average cost basis: $86.30. Maximum drawdown during holding period: β38.8%.
β
Outperformed SPY on this position by 1.2% ann.
68 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
29 of 64 add/trim decisions correct
Best entry: $19.39 (2008 Q4) Β· Worst: $177.22 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
32 adds Β· 33 trims. Bought during 15 of 28 down-price quarters. π Predominantly trimming β distribution phase.
π STRATEGY ASSET MANAGERS LLC has been actively increasing its PM allocation β a bullish signal from insiders.
Currently 1.24% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size